Economics

Markibble – Plank of risk revamp

by Henry Becker 01.26.2012

If you have followed my Markibbles one of the most popular ones is The Plank of risk.  I had it jazzed up by a professional cartoonist.  More relevant now that we are seeing QE to infinity…

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The tug of war

by Henry Becker 01.26.2012

James Rickards wrote it in his book Currency Wars I just put it into an image.  Thanks for the great book Jim!

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Was 2011 the most volatile year?

by Henry Becker 01.16.2012

Recently, I put together a study of market volatility. The study used the daily New York Stock Exchange (NYSE) advance-decline data going back to 1970. Advance-decline data simply looks at the number of stocks advancing (increasing) and the number of stocks declining in value. What I looked for was outsized ratios of daily advance-decline data. [...]

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Nice to see others agree…

by Henry Becker 12.02.2011

Bob Janjuah from Nomura Bloomberg interview presented with no commentary other than not much one can argue with in this video.

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Buyback blues?

by Henry Becker 11.16.2011
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If it seems like you have read a lot about companies buying back shares of their own company you are right.  According to Bloomberg 2011 is on track to be the third largest year in corporate buy backs behind 2006 and 2007.  While the Bloomberg article, in typical cheerleading fashion, points to buybacks being bullish [...]

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The way I see it – Europe

by Henry Becker 11.09.2011
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Unless you have been living under a rock you will have noticed that investing markets have been whipped around by the hair like an unloved ragged doll.  At the root of the markets gyrations is Europe and whether they can solve their debt crisis.   The reality is, at minimum, Europe needs to come up with [...]

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Charts Charts and more Charts

by Henry Becker 11.01.2011

First up is the Weekly S&P 500 and NYSE volume.  Note the volume spike in August that sent the market down has no been matched with a upward spike or anything close to an upward spike. Next up is ISM New Orders minus Inventories (ISM NO-INV) versus the S&P 500.  We have seen a move [...]

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Which one is true?

by Henry Becker 10.19.2011

The chart below looks looks in agreement until the beginning of 2011.  The disconnect between year over year retail sales change and consumer sentiment is the widest it has been in more than 15 years.  For the chart to get back in line either YoY retail sales will fall, sentiment will have to rise or [...]

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Very scary chart

by Henry Becker 10.19.2011

Late last week I was toying around with the charting on the Federal Reserves website.  While I think most government statistics are not very useful the more basic ones tend to be more accurate.  So, I charted GDP then laid over Total Credit Market Debt (includes government and private debt).  The reason I chose these [...]

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September 2011 Forest & Trees Report

by Henry Becker 10.03.2011

September 2011 Forest & Trees Report

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